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Welcome to Premier Desk, a VIP destination exclusively for our top-performing Advisors. As a member, you gain access to exclusive perks and personalized services from our dedicated support team, designed to help increase your efficiency and maximize your productivity.

Special Perks & Services

As a top performing advisor, you have access to the following:

RYAN MAGNON

Ryan Magnon is a recognized leader in the service industry with expertise in service excellence, hospitality operations, and leadership best practices. He currently serves in the role of Sr. Operations Lead, Field Operations for Chick-fil-A Corporate. Ryan’s primary responsibilities include partnering with Chick-fil-A Restaurant Franchisee Owner/Operators across the state of Texas to help them develop effective operational strategies to grow sales, improve the customer experience and realize Chick-fil-A’s vision of becoming the “World’s Most Caring Company”. Ryan has enjoyed a successful career, beginning with his service as a Quality Improvement Officer in the U.S. Air Force after selection to US Air Force Flight School. Prior to Chick-fil-A, Ryan served as Vice President of Quality for a new luxury hotel brand, Capella Hotels and Resorts, joining forces with Horst Schulze, the former creator of The Ritz-Carlton Hotel Company to create a new standard of excellence in the hotel industry. Ryan graduated from Georgia Tech with a Bachelor of Science Degree in Business. He has spoken on the topic of service excellence, leadership, and quality management for organizations around the world. Ryan is married with 4 children and currently resides in Atlanta, Georgia.

DAVE MURRAY

Vice President of Consulting, The DiJulius Group

Dave Murray is The DiJulius Group’s Vice President of Consulting. Dave is a master at helping companies create real change that sticks. He excels at communication and easily bridges the gap between your corporate leaders and front-line team members. His passion for building ideal environments can lead your team -as it has his previous clients- toward attaining award-winning customer satisfaction, best place to work achievements and record-breaking profits. He has over 30 years of experience in customer service. His background in the sports and entertainment industry gives him an uncommon understanding of marketplace competition and high expectations. Unflappable and highly respected, Dave Murray is one of today’s leading customer experience strategists.

trilogy financial SPEAKERS

jeff motske

Jeff Motske, CFP®

President & CEO
Huntington Beach

Eric Perkins

Chief of Services
Huntington Beach

tom elkins

Tom Elkins

Senior Vice President of Wealth Management
Huntington Beach

Rhiannon Gharibeh

Chief of Staff
Irvine

sydney perkins

Sydney Sorensen

Service Manager
Irvine

Conference Agenda

All Trilogy personnel are invited to attend Friday’s program.
Please note all meetings being held on Thursday, April 27, are invite-only.

Thursday, April 27

1:00PM - 3:00PM

Shareholder Update* (Invite-only)

Two Harbors

3:00PM - 6:00PM

Trilogy Leadership University Capstone Presentations* (Invite-only)

Emerald Cove

Friday, April 28

Morning

Headshots Available

Emerald Cove

9:30AM - 10:30AM

Exhibit Area

Sapphire Foyer

10:30AM - 10:45AM

Opening

Sapphire Ballroom

10:45AM - 11:45AM

General Session Speaker: Lead with Culture

Presenter: Ryan Magnon, Sr. Principal Operations Lead, Chick-fil-A®

Sapphire Ballroom

11:45AM - 12:00PM

Break

12:00PM - 12:40PM

Trilogy Service Model Roll-out

Presenters: Eric Perkins, COO & Dave Murray, Vice President of Consulting, The DiJulius Group

Sapphire Ballroom

12:40PM - 2:00PM

Lunch

Ocean Lawn
*Headshots & Exhibit Area Available

2:00PM - 2:45PM

Break-Outs

Advisors: Sapphire Ballroom
Operations: Two Harbors

2:45PM - 3:00PM

Break

3:00PM - 4:30PM

State of the Union

Sapphire Ballroom

4:30PM - 4:45PM

Closing

Sapphire Ballroom

Saturday, April 29

6:00PM - 12:00AM

Awards Celebration: Reception Opens

Sapphire Ballroom & Ocean Lawn

Share your photos with us!

Send your pictures to marketing@trilogyfs.com for the possibility of being featured on Trilogy’s social media pages!

COVID CONSENT

Please acknowledge by attending this year's Dreammakers events - conference & gala - you and your guests have consented to waive your rights for exposure.

PHOTOGRAPHY CONSENT

Please understand that by attending this year's Dreammakers events - conference & gala - you are waiving your rights and agreeing to have your photo taken and used for marketing purposes by both Trilogy Financial and the Pasea Hotel.

Get Started on Your Financial Life Plan Today

Do not fill out the form below if you are an existing client. Please contact your Advisor directly.